Latest Institutional Transactions on First Tr Fd Dow Jones (FDN)
This table provides information on the latest institutional transactions involving First Tr Fd Dow Jones (FDN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.88KClosed |
$395K - $463K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Tl Private Wealth
|
SELL
|
- |
-2.58KClosed |
$542K - $636K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
SELL
|
- |
-6.32KClosed |
$1.33M - $1.56M
|
0
$0
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-60Closed |
$12.6K - $14.8K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-281Closed |
$58K - $68.3K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-120Closed |
$24.8K - $29.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
PUT |
-44.8KClosed |
$9.25M - $10.9M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5Closed |
$1.03K - $1.22K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.34KClosed |
$276K - $325K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-197Closed |
$40.7K - $47.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cpmg Inc
Dallas, TX |
SELL
|
- |
-2.2KClosed |
$454K - $535K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-61Closed |
$12.6K - $14.8K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-66Closed |
$13.6K - $16K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-65.3KClosed |
$13.5M - $15.9M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-305Closed |
$63K - $74.2K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-15Closed |
$3.1K - $3.65K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-64Closed |
$13.2K - $15.6K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-43Closed |
$8.88K - $10.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.49KClosed |
$513K - $604K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-975Closed |
$201K - $237K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-65Closed |
$13.4K - $15.8K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-215- 10.0% |
$44.4K - $52.3K
|
1.94K
$467K
|
|
|
May 04, 2021
Q1 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.71KClosed |
$559K - $659K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Spinnaker Trust
|
SELL
|
- |
-1.27KClosed |
$261K - $308K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-1.05KClosed |
$216K - $254K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-16Closed |
$3.3K - $3.89K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
90New |
$18.6K - $21.9K
|
90
$21.7K
|
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.3KClosed |
$268K - $315K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-24Closed |
$4.96K - $5.84K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
100New |
$20.6K - $24.3K
|
100
$24.2K
|
|
|
Apr 22, 2021
Q1 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-16KClosed |
$3.31M - $3.9M
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Marks Wealth, LLC
|
SELL
|
- |
-65.5KClosed |
$13.5M - $15.9M
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.23KClosed |
$1.29M - $1.51M
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
21New |
$4.34K - $5.11K
|
21
$5.07K
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-34Closed |
$6.34K - $7.47K
|
0
$0
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
90New |
$16.8K - $19.8K
|
90
$21.7K
|
|
|
Feb 16, 2021
Q4 2020
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.01KClosed |
$374K - $442K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-5.62KClosed |
$1.05M - $1.24M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-349Closed |
$65K - $76.7K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.81KClosed |
$338K - $398K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.67KClosed |
$870K - $1.03M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.34KClosed |
$249K - $294K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-500Closed |
$93.2K - $110K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Friedenthal Financial
|
SELL
|
- |
-25.6KClosed |
$4.78M - $5.64M
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-62Closed |
$11.6K - $13.6K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-1.76KClosed |
$328K - $387K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-63Closed |
$11.7K - $13.8K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-40Closed |
$7.45K - $8.79K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-62Closed |
$11.6K - $13.6K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.67KClosed |
$498K - $587K
|
0
$0
|
|